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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $76,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,670 | $67,672-50.2% | $155,567-78.4% | $99,061-66.0% |
| Participation rate | 26.7% | 67.2%-40.5pp | 78.2%-51.5pp | 71.6%-44.9pp |
| Annual return | 14.85% | 16.16%-1.3pp | 64.74%-49.9pp | 17.66%-2.8pp |
| Employer contribution / active EE | $192 | $2,262-91.5% | $4,674-95.9% | $3,261-94.1% |
| Participant deferral / active EE | $1,764 | $3,827-53.9% | $5,628-68.7% | $5,331-66.9% |
| Admin fee / account holder | $28 | $94-69.7% | $15,916-99.8% | $109-74.0% |